O'Neil Capital Management

Our strategies are the result of our quantitative systematic approach to research and strategy development. The strategy names are inspired by animal-like characteristics of the underlying investment methods.

ONeil Capital Trust is a SEBI registered Category III Alternative Investment Fund (with effect from May 20, 2022) to which ONeil Capital Management India Private Limited is the Investment Manager. ONeil Quant Fund is the first scheme of ONeil Capital Trust.

ONeil India
Quant Fund (Coming soon)

The ONeil India Quant Fund is a hedged aggressive growth equity long/short investment strategy implemented by a systematic quantitative algorithm developed based on the proven O’Neil proprietary factors. It consists of an extensive portfolio with Indian equities that have growth characteristics and a short portfolio to hedge the long portfolio’s inherent volatility (i.e. high beta). It also has a technical, event-driven market timing strategy that is implemented through a systematic quantitative algorithm and operates through a set of proprietary technical patterns that may occur near through a set of proprietary technical patterns that may arise near major market inflection points.

O'Neil
Raven

Raven is a hedged aggressive growth equity long/short investment strategy implemented by a quantitative systematic algorithm. It consists of a long portfolio with U.S. equities that have growth characteristics and a short portfolio to hedge the long portfolioâs inherent volatility (i.e. high beta).

Our Methodology

By thinking differently – and not being tied to the mainstream – we take an approach to developing algorithms that leads to the construction of an unexpected type of portfolio: quant-driven investment opportunities that are recognizable to discretionary managers, because they include fundamental as well as technical analysis.

Fundamental
Analysis

Our research is rigorous and, with its specific early-on monitoring of technicals, provides an investing edge through intense data application and analysis.

Quant-driven
Investment
Strategies

technical
analysis

Our research analysts, collaborating with our data scientists and portfolio managers, use data findings to identify provable theses that can be scaled by the firm’s investment strategies.

OCM India Website Disclosures

NO PUBLIC OFFERING

O'Neil Capital Management (OCM) India Pvt. Ltd. is a global investment management firm. Information relating to investments in entities managed by OCM is not available to the general public. Under no circumstances should any information presented in this website be construed as an offer to sell, or solicitation of any offer to purchase, any securities or other investments. No information contained herein constitutes a recommendation to buy or sell investment instruments or other assets, nor to effect any transaction, or to conclude any legal act of any kind whatsoever in any jurisdiction in which such offer or recommendation would be unlawful.

Nothing contained herein constitutes financial, legal, tax or other advice, nor should any investment or any other decision(s) be made solely on the information set out herein. Advice from a qualified expert should be obtained before making any investment decision. The investment strategies discussed in this website may not be suitable for all investors. Investors must make their own decisions based upon their investment objectives, financial position and tax considerations.

PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE PERFORMANCE

The past performance of any investment strategy discussed in this website should not be viewed as an indication or guarantee of future performance.

INFORMATIONAL PURPOSES ONLY

The content of this website is for informational purposes only and is subject to change at any time without notice. The factual information set forth herein has been obtained or derived from sources believed by OCM to be reliable, but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information's accuracy or completeness, nor should the attached information serve as the basis of any investment decision. To the extent this document contains any forecasts, projections, goals, plans and other forward-looking statements, such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance, financial results and other projections in the future to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements.